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iShares Russell 2000 ETF

1,813 hedge funds and large institutions have $72.9B invested in iShares Russell 2000 ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 708 increasing their positions, 640 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 112

11% more repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 640

0.65% more ownership

Funds ownership: 107.51%108.17% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 214214 (0)

0% less funds holding

Funds holding: 1,8221,813 (-9)

3% less capital invested

Capital invested by funds: $75.2B → $72.9B (-$2.22B)

56% less call options, than puts

Call options by funds: $29B | Put options by funds: $66B

Holders
1,813
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
31.74%
Holding in Top 10
214
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.75%
New
130
Increased
708
Reduced
640
Closed
112
Calls
$29B
Puts
$66B
Net Calls
-$37B
Net Calls Change
-$3.62B
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
251
Fort Washington Investment Advisors
Ohio
$15.7M -$2.62M -11,837 -14%
Prudential Financial
252
Prudential Financial
New Jersey
$15.7M +$3.72M +16,764 +31%
BCA
253
Bray Capital Advisors
Florida
$15.6M +$109K +492 +0.7%
BF
254
BOK Financial
Oklahoma
$15.5M +$15.7M +70,654 New
AIA
255
Angeles Investment Advisors
California
$15.4M -$17.3M -78,163 -53%
BIG
256
Boothe Investment Group
Delaware
$15.4M +$442K +1,994 +3%
ANB
257
Amarillo National Bank
Texas
$15.3M +$881K +3,974 +6%
ACA
258
Ascension Capital Advisors
Texas
$15.3M -$5.91M -26,637 -28%
CI
259
Conning Inc
Connecticut
$15.3M +$335K +1,513 +2%
Natixis Advisors
260
Natixis Advisors
Massachusetts
$15.1M +$110K +494 +0.7%
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1M -$657K -2,965 -4%
IFAM
262
Institutional & Family Asset Management
Colorado
$14.9M +$1.03M +4,635 +7%
AIG
263
American International Group
New York
$14.9M +$1.88M +8,500 +14%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$14.8M +$4.86M +21,916 +48%
BCM
265
BTC Capital Management
Iowa
$14.8M -$565K -2,550 -4%
BCI
266
Brinker Capital Investments
Pennsylvania
$14.8M -$51.7K -233 -0.4%
CAC
267
Core Alternative Capital
Georgia
$14.8M +$1.02M +4,598 +7%
Belvedere Trading
268
Belvedere Trading
Illinois
$14.8M +$14.5M +65,587 New
AWP
269
Ascent Wealth Partners
New York
$14.7M +$609K +2,747 +4%
PPA
270
Parametric Portfolio Associates
Washington
$14.7M -$1.59M -7,182 -10%
MA
271
MCF Advisors
Kentucky
$14.4M -$15.7K -71 -0.1%
BPA
272
Beacon Pointe Advisors
California
$14.4M +$1.63M +7,351 +13%
Mirae Asset Global Investments
273
Mirae Asset Global Investments
South Korea
$14.4M +$7.76M +35,010 +113%
PGA
274
Portland Global Advisors
Maine
$14.4M +$557K +2,513 +4%
SIC
275
Sigma Investment Counselors
Michigan
$14.3M -$19.5K -88 -0.1%

IWM Hedge Fund Activity: Q3 2021 in Review

1,813 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2021, worth a combined $72.9B — down 3% from $75.2B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IWM positions and 112 closed out — a net gain of 18 holders — while 708 added to existing stakes and 640 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.06B. The largest seller was Wells Fargo, cutting an estimated $1.03B.

  • 1,813 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2021, down from 1,822 in Q2 2021.
  • Funds reported $72.9B of iShares Russell 2000 ETF stock for Q3 2021, down 3% quarter-over-quarter.
  • 130 funds opened new iShares Russell 2000 ETF positions in Q3 2021 and 112 closed out, a net change of +18 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2021 was Goldman Sachs, an estimated $1.06B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2021 was Wells Fargo, an estimated $1.03B sold.

Based on aggregated 13F filings for Q3 2021.